# Capital Markets

21 templates in this category.

Canonical: https://finamodel.com/categories/capital-markets

- [DCF Model](https://finamodel.com/templates/dcf) — Discounted cash flow valuation model with explicit forecast, terminal value, and WACC.
- [Comparable Companies Analysis](https://finamodel.com/templates/comps) — Pull trading multiples from peer companies and calculate implied valuation ranges.
- [Mortgage Portfolio Model](https://finamodel.com/templates/mortgage-portfolio) — Mortgage loan portfolio analysis with prepayment speeds, default rates, and cash flow projections.
- [Equipment Leasing Model](https://finamodel.com/templates/leasing) — Financial model for equipment leasing cash flows, accounting treatment, and lessor/lessee analysis.
- [Trade Finance Underwriting](https://finamodel.com/templates/trade-finance) — Model trade finance facilities with collateral coverage, payment terms, and default loss scenarios.
- [ABS CLO Model](https://finamodel.com/templates/abs-clo) — Asset-backed securities and collateralized loan obligation analysis.
- [Fixed Income Portfolio Model](https://finamodel.com/templates/fixed-income-portfolio) — Bond portfolio analytics with duration, convexity, credit spreads, and yield curve positioning.
- [Hedge Fund Operating Model](https://finamodel.com/templates/hedge-fund) — Operating model for hedge funds including investor cash flows, fee structure, leverage, and performance-based compensation.
- [Fund of Funds Portfolio Model](https://finamodel.com/templates/fund-of-funds) — Portfolio construction and performance tracking model for fund-of-funds vehicles investing across multiple manager-run funds.
- [Sovereign Wealth Fund Portfolio Model](https://finamodel.com/templates/sovereign-wealth) — Asset allocation and performance tracking model for sovereign wealth funds showing allocation drift, returns, and rebalancing mechanics.
- [Target Date Fund](https://finamodel.com/templates/target-date) — Model a target date fund with asset allocation glide path, rebalancing, and fee structures by vintage year.
- [Risk Parity Portfolio Model](https://finamodel.com/templates/risk-parity) — Allocation framework that weights assets by inverse volatility to achieve equal risk contribution across equities, bonds, and alternatives.
- [Multi-Asset Portfolio Allocation](https://finamodel.com/templates/multi-asset-allocation) — Asset allocation model optimizing portfolio construction across equities, bonds, alternatives, and real assets.
- [Dividend Discount Model](https://finamodel.com/templates/dividend-discount) — Valuation of dividend-paying stocks using multi-stage dividend growth and terminal yield.
- [Bond Trading Model](https://finamodel.com/templates/bond-trading) — Fixed income trading desk P&L and risk analytics.
- [FX Hedging and Portfolio Model](https://finamodel.com/templates/fx-portfolio) — Currency exposure tracking and hedging strategy model for multinational companies with multi-currency revenue and cost bases.
- [Commodities Trading Model](https://finamodel.com/templates/commodities-trading) — Track commodity positions, hedges, and P&L with mark-to-market and exposure metrics.
- [Insurance Portfolio Risk and Return Model](https://finamodel.com/templates/insurance-portfolio) — Portfolio model for insurance investment holdings including asset allocation, duration matching, credit risk, and spread analysis.
- [Chief Risk Officer Dashboard](https://finamodel.com/templates/cro) — Aggregate risk metrics and exposures across the organization with heat maps and limits.
- [Convertible Bond Model](https://finamodel.com/templates/convertible-bond) — Model convertible bond economics with conversion scenarios, dilution, and bond value.
- [SPAC Merger Economics Model](https://finamodel.com/templates/spac) — Financial model for SPAC mergers analyzing trust account, sponsor shares, redemptions, and pro forma ownership after combination.